90 Leads Ops

Add client

Business
Leave blank: ops makes the client's folder in Client Photos (On the site, Add to site, Do not post) and shares it with their email. Fill this in only if the client keeps their photos somewhere else; ops then links here instead.
Package
Plan
Price
Add-ons
Sale and commission
Pricing exception Custom prices and terms under 6 months pay no commission without Dick's written approval.
Status
New task

Add a task

Packages that get it
Default for every client. You can still change it for one client on that client's page.
Turning a task off hides it everywhere. Past check-offs are kept.

Sales profile

Sales rep

Commission option for new deals

Chosen per rep for each 6-month period, agreed with Dick. Changing it only affects deals assigned from now on.

Leave empty while they're on the team. Revenue share stops after this month.

Monthly report